13F Insight
DOSSIER · 13F-HR · Q3 2026

Wealth Quarterback LLC

$328M in tracked AUM across 180 positions as of Q3 2026.

WQ
CIK 0001803386 · last filed Sep 30, 2026
Total AUM
$328M
as of Q3 2026
Holdings
180
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Wealth Quarterback LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$45M59K13.7%02
IAU
ISHARES GOLD TR
$22M282K6.7%03
SMH
VANECK ETF TRUST
$18M29K5.4%04
QQQ
INVESCO QQQ TR
$16M21K4.7%05
AAPL
APPLE INC
$12M35K3.6%06
QUAL
ISHARES TR
$11M49K3.3%07
FBCG
FIDELITY COVINGTON TRUST
$9M140K2.7%08
FBTC
FIDELITY WISE ORIGIN BITCOIN
$9M120K2.7%09
XOVR
ENTREPRENEURSHARES SERIES TR
$9M408K2.7%10
DVY
ISHARES TR
$8M53K2.4%

Filing history

2026Q3Sep 30
$328M▲ 1.3%
180 positionsView →2026Q2Jun 30
$324M▲ 27.5%
172 positionsView →2026Q1Mar 31
$254M▼ 8.6%
163 positionsView →2025Q4Dec 31
$278M▲ 7.4%
151 positionsView →2025Q3Sep 30
$259M▲ 22.6%
155 positionsLocked2025Q2Jun 30
$211M▲ 18.7%
138 positionsLocked2025Q1Mar 31
$178M▼ 16.6%
124 positionsLocked2024Q4Dec 31
$213M▲ 10.8%
119 positionsLocked2024Q3Sep 30
$192M▲ 8.9%
130 positionsLocked2024Q2Jun 30
$176M▼ 1.5%
124 positionsLocked2024Q1Mar 31
$179M▲ 9.3%
119 positionsLocked2023Q4Dec 31
$164M▲ 41.7%
117 positionsLocked
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